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Lyell Wealth Management’s Trupanion TRUP Stock Holding History

Lyell Wealth Management’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,000
Closed -$213K – 137
2020
Q2 		$213K Buy
+5,000
New +$162K 0.05% 117

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lyell Wealth Management's TRUP Position: Q3 2020 in Review

Lyell Wealth Management sold out of Trupanion (TRUP) in Q3 2020, closing a stake of 5,000 shares — an estimated $213K sold.

Lyell Wealth Management first reported a position in TRUP in Q2 2020 and held it in 1 quarter. The position peaked at $213K in Q2 2020. 196 funds tracked by Wall St. Rank hold TRUP as of Q3 2020.

  • Lyell Wealth Management reported no remaining Trupanion position as of Q3 2020 after selling out during the quarter.
  • Lyell Wealth Management sold 5,000 Trupanion shares in Q3 2020, an estimated $213K.
  • Lyell Wealth Management first reported a position in Trupanion in Q2 2020 and held it in 1 quarter.
  • Lyell Wealth Management's Trupanion position peaked at $213K in Q2 2020.
  • 196 funds tracked by Wall St. Rank held Trupanion as of Q3 2020.

Based on Lyell Wealth Management's 13F filing for Q3 2020, filed 4 Nov 2020.